SEC 13F Intelligence

PUTNAM ETF TRUST

CUSIP 746729409

Putnam Etf Trust has 18 institutional holders in Filings Flow’s 13F database, together reporting 1.30M shares worth $52M as of Q1 2026. The largest reported holders are Cetera Investment Advisers, Next Level Private LLC, and Franklin Resources Inc.

Institutional Holders
18
Q1 2026
Reported Value
$52M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 2Q2 ’21Q4 ’21: 5Q4 ’21Q4 ’22: 6Q4 ’22Q4 ’25: 21Q4 ’25Q1 ’26: 18Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $4MQ2 ’21Q4 ’21: $6MQ4 ’21Q4 ’22: $6MQ4 ’22Q4 ’25: $53MQ4 ’25Q1 ’26: $52MQ1 ’26Q2 ’26: $16MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Next Level Private LLC$511M AUM2.51%$13M268.9KQ2 2026
Prosperity Financial Group, Inc.$271M AUM1.33%$4M89.6KQ1 2026OLDER
Sequent Planning LLC$414M AUM0.99%$4M101.5KQ1 2026OLDER
Professional Financial Advisors, LLC$578M AUM0.61%$4M74.1KQ2 2026
WealthCare Investment Partners, LLC$360M AUM0.07%$249,6346.1KQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.06%$762,25218.9KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.04%$4M108.7KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.02%$17M412.5KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.02%$835,41320.7KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M49.1KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.01%$867,04121.5KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$4M97.8KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$246,6566.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$6M144.0KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$3M80.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$309,0757.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$667,10814.9KQ4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,67243Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$32,796814Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$271,0006.1KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$232,2635.2KQ3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$4,795119Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3137Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.